Best Online Investment Management Software

Q4 IR Websites is a robust web analytics platform designed to help organizations optimize their online presence. It allows businesses to gain real-time insights into website traffic, user behavior, and engagement metrics. With Q4 IR Websites, users can track key performance indicators (KPIs), monitor visitor interactions, and understand how visitors navigate through the site. The software also pro... Read more about Q4 IR Websites

Engagement Analytics is an investment management software that provides financial professionals with powerful tools to analyze client engagement and portfolio performance. The platform tracks client interactions across various communication channels and provides actionable insights to help investment managers better understand their clients' needs and preferences. Engagement Analytics allows users... Read more about Engagement Analytics

Certent Equity Management is an investment management software designed to help businesses manage their employee equity plans and ensure compliance with regulations. The platform offers a comprehensive suite of tools for tracking and reporting on stock options, restricted stock units (RSUs), and other equity compensation plans. Certent simplifies the process of grant management, vesting, and exerc... Read more about Certent Equity Management

EQS IR COCKPIT is an equity management software platform designed to help companies manage investor relations, shareholder communications, and equity-related activities. It offers a comprehensive set of tools for managing shareholder data, tracking stock performance, and organizing investor communications. With EQS IR COCKPIT, businesses can efficiently communicate with shareholders, analysts, and... Read more about EQS IR COCKPIT

MRI Software is an innovative lease accounting software designed to help businesses manage their real estate portfolios efficiently. It offers comprehensive tools for tracking leases, managing financial data, and ensuring compliance with accounting standards, including ASC 842 and IFRS 16. With MRI Software, users can streamline lease administration, automate financial reporting, and gain real-tim... Read more about MRI Software

Ad Network Hub is an advanced Financial Reporting Software designed to provide comprehensive insights into advertising performance and revenue generation. This platform enables users to analyze key financial metrics, track campaign profitability, and manage budgets effectively. With its intuitive dashboard and customizable reporting features, Ad Network Hub simplifies the process of generating det... Read more about Ad Network Hub

BetterCapital.US is a cutting-edge investment management software designed to help investors and financial advisors manage portfolios effectively. This platform provides tools for analyzing investment performance, tracking market trends, and executing trades seamlessly. With an intuitive interface, users can customize dashboards to visualize key financial metrics and gain insights into portfolio d... Read more about BetterCapital.US

AngelList is a specialized platform catering to startups, job seekers interested in startup roles, and investors. Its primary feature for job seekers is a curated list of job opportunities in various startups, ranging from early-stage to well-established companies. AngelList uniquely enables candidates to explore and apply to these roles with transparency regarding salary and equity options. For s... Read more about AngelList

POSIT is a sophisticated investment management software designed to streamline trading and enhance decision-making for investment firms. This comprehensive platform offers advanced tools for portfolio management, risk assessment, and performance analysis, ensuring organizations can effectively manage their investments. With its user-friendly interface, POSIT allows users to monitor real-time marke... Read more about POSIT

Enverus MineralSoft is an investment management software tailored for mineral rights owners and investors in the energy sector. It provides tools for tracking revenue, managing assets, and analyzing portfolio performance related to mineral and royalty interests. The software aggregates data from various sources, offering real-time insights into production volumes, commodity prices, and revenue str... Read more about Enverus MineralSoft

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta

Yardi Investment Manager is a comprehensive investment management software designed specifically for real estate investment professionals. This platform provides a suite of tools that streamline the management of investment portfolios, enabling users to analyze performance, track transactions, and optimize investment strategies effectively. With Yardi Investment Manager, organizations can easily m... Read more about Yardi Investment Manager

NetX360 is a comprehensive investment management software designed to help financial advisors and investment firms manage client portfolios and streamline operations. The platform provides tools for portfolio management, trade execution, and reporting, ensuring that users can monitor performance and make informed investment decisions. With its user-friendly interface, NetX360 allows advisors to ac... Read more about NetX360

TeamWox is an innovative document management software designed to enhance collaboration and streamline document workflows within organizations. This comprehensive solution allows teams to create, store, and share documents securely, facilitating efficient information exchange. With features like version control, users can track changes and ensure everyone has access to the latest documents. The so... Read more about TeamWox

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software p... Read more about Diligent Equity

ARGUS Taliance is a sophisticated Investment Management Software designed to streamline and optimize the portfolio management processes for investment firms, asset managers, and financial professionals. The platform offers a comprehensive suite of tools for portfolio tracking, performance analysis, risk assessment, and reporting, ensuring that investment decisions are informed and data-driven. Fea... Read more about ARGUS Taliance

ARGUS Enterprise is a robust real estate property management software designed to support portfolio managers, investors, and asset managers in overseeing commercial property assets. The platform offers tools for financial modeling, lease management, and asset valuation, helping users manage diverse portfolios with ease. ARGUS Enterprise allows property managers to track leasing information, foreca... Read more about ARGUS Enterprise

Macroaxis is a sophisticated risk management software designed to empower businesses with the tools to assess and mitigate financial risks effectively. By integrating advanced analytics and real-time data, Macroaxis helps organizations identify potential vulnerabilities in their portfolios and develop strategies to address them. The platform offers features such as risk assessment modeling, scenar... Read more about Macroaxis

CrowdStreet Suite is an innovative investment management software that empowers commercial real estate professionals to manage and streamline their investment processes. This platform provides a comprehensive set of tools for fundraising, investor communication, and portfolio management, enabling firms to enhance their capitalraising efforts. With its intuitive interface, users can easily create a... Read more about CrowdStreet Suite

Human Interest is an investment management software designed to help businesses offer retirement plans to employees. It allows companies to set up and manage 401(k) and other investment plans, ensuring compliance with regulations and providing employees with a seamless investment experience. Human Interest offers tools for plan customization, employee enrollment, and portfolio management, allowing... Read more about Human Interest

Nansen is a powerful investment management software designed for asset managers, hedge funds, and institutional investors to track, manage, and analyze their investment portfolios. With Nansen, users can seamlessly integrate data from a variety of sources, including market feeds, financial statements, and asset performance reports. The platform offers a wide range of tools for portfolio management... Read more about Nansen

Addepar is a sophisticated investment management software tailored for wealth managers, family offices, and financial advisors. It offers advanced portfolio analysis, reporting, and data aggregation features, enabling financial professionals to manage client assets with precision. With Addepar, users can gain insights into performance metrics, asset allocations, and market trends, providing client... Read more about Addepar

Axys is a comprehensive investment management software designed to support financial professionals in managing portfolios and analyzing investment performance. This platform offers tools for tracking asset allocations, generating reports, and conducting risk assessments, enabling users to make informed investment decisions. With features like performance measurement and compliance tracking, Axys h... Read more about Axys

ICONOMI is a cryptocurrency exchange software platform that allows users to trade a wide variety of digital assets in a secure, efficient, and user-friendly environment. Designed for both beginners and experienced traders, ICONOMI offers real-time market data, advanced trading tools, and a secure wallet system to keep assets safe. The software supports multiple cryptocurrencies, including Bitcoin,... Read more about ICONOMI

SimCorp Dimension is a comprehensive investment management software designed for financial institutions to manage their portfolios effectively. With features such as risk management, compliance monitoring, and performance analytics, SimCorp Dimension provides valuable insights into investment performance. The user-friendly interface allows investment managers to access real-time data and make info... Read more about SimCorp Dimension